Intel STINKS!! BASHERS ONLY!! (Bears Board) Message Board

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Technology Stocks : Intel STINKS!! BASHERS ONLY!! (Bears Board)

INTC 37.86

-4.1%

12:35 PM EST

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To: jbIII who wrote (293)	9/16/2000 7:26:38 AM
From: DRBES	Read Replies (2) of 409

I am having a great deal of difficulty imagining where inteL's 3Q earnings are going to come from. (3Q might be a 4Q for its stockholders and 4Q might just be GRANDE bendover 4Q for them.) It is not that AMD has eaten away too much of inteL's market. (That is to come in the 4Q, 4Q.) It is what part of the market that AMD has eaten up (or is it down?) With the high end of the desktop or performance shifted considerably to AMD, inteL's ASPs have to have suffered. Surely inteL still has some stock left in its portfolio that it can sell to make up some of the difference from popular expectations and they still are able to sell a considerable number of xeoNs (But just you wait for the 1Q 2001 shareholder 4Q on this one.) to help bring up its ASPs, I just suspect that its ASPs have taken such a bad hit already that inteL may actually really, really start to begin to proceed to initiate poorer earnings in October. COMMENTS? Patient Regards, DARBES

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